Skip to content
Disclosery

EverSource Wealth Advisors, LLC: MVST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on MVST, newest first. How the timeline and the estimate are built.

EverSource Wealth Advisors, LLC held 15,222 MVST shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,222 shares
    Change vs previous 13F +926 shares

    <0.01% of the 13F portfolio, value $17,810.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 14,296 shares
    Change vs previous 13F +704 shares

    <0.01% of the 13F portfolio, value $21,444.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,592 shares
    Change vs previous 13F -10,000 shares

    <0.01% of the 13F portfolio, value $38,058.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,592 shares
    Change vs previous 13F -8,000 shares

    <0.01% of the 13F portfolio, value $90,829.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,592 shares
    Change vs previous 13F -2,400 shares

    0.01% of the 13F portfolio, value $114,679.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,992 shares
    Change vs previous 13F -4,600 shares

    <0.01% of the 13F portfolio, value $39,771.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,592 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $79,885.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,629.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).